United Launch Alliance (ULA), a space rocket partnership between Boeing and Lockheed Martin, is now being offered for sale. Both Blue Origin and Cerberus are showing interest, which could upset the space business as Blue Origin takes a big step forward or Cerberus gets into the space business.
ULA, formed in 2006, has both a wealth of experience as well as the confidence of the US military, even though SpaceX has been eating into that business. ULA also has ready commercial customers, including a partnership with Amazon to launch 47 rockets to bring the Kuiper broadband constellation into orbit.
The ties to Mr. Bezos, owner of Amazon, go even deeper than that. The ULA’s new rocket, the Vulcan Centaur, will use engines built by Blue Origin, another one of Mr. Bezos’ companies. This may make a Blue Origin a natural new owner to ULA.
The potential buyers may want to wait until the test launch of the Vulcan on January 8th. At that time, the Vulcan rocket will be used to launch the Astrobotic Peregrine commercial lunar lander, the first of NASA’s Commercial Lunar Payload Services initiative designed to deliver science and technology experiments to the lunar surface.
None of this means Boeing or Lockheed Martin are moving away from space altogether. Boeing is still working on its Starliner to bring individuals and cargo to low-Earth orbit as well as its Space Launch System, which serves as the backbone of the Artemis program. Lockheed Martin will be busy as well with its Orion capsule and human landing system (with Blue Origin and Boeing as well), additional key components of the Artemis program.
Any reshuffling is okay as long as it adds to the array of commercial options for NASA. A new player like Cerberus might be welcome, but I also see some value to pushing an experienced and involved Blue Origin to the top of its game a little quicker so it can go head-to-head with SpaceX.
This should be interesting. Stay tuned.
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